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Joseph Matus News & Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 9, 2026 - After midterm races centered on curbing data center development helped trigger a sharp market sell-off, the AI build-out is likely to be constrained at the…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

November 2, 2026 - With prediction markets pointing to Democratic gains and likely gridlock in Washington, investors may welcome the resolved uncertainty, as stocks have risen in the 12…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

October 26, 2026 - We expect the FOMC to hold rates steady this week, as futures markets also do, but with oil above $100, consumer prices up 3.7%, and…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

October 19, 2026 - Beneath a flat S&P 500, markets are rotating sharply out of AI leaders (down 20% from June highs) and into AI-threatened stocks (up 46% from…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

October 12, 2026 - After a five-year stretch of roughly 0% returns as markets adjusted away from near-zero interest rates, today’s higher starting yields give intermediate-duration bonds both solid…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

October 5, 2026 - Despite a volatile September marked by Middle East conflict driving oil and diesel prices higher, a Fed rate hike, and rising long-term Treasury yields, the…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 28, 2026 - Long-end US Treasury yields have broken out of their five-year range primarily due to strong nominal and real GDP growth, and the current level of…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 21, 2026 - Despite a rate hike and rising gas costs squeezing households this year, consumer spending remains resilient thanks to historically low household leverage, near-full employment, and…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 14, 2026 - Futures markets see a 90% chance of a 25-basis-point hike at this week’s Federal Open Market Committee meeting, and while central banks rarely stop at…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

September 8, 2026 - S&P 500 forward earnings are projected to surge 36% year over year—an unusually strong level normally seen only in post-recession recoveries—and while such rapid growth…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 31, 2026 - In his Jackson Hole speech, Fed Chair Kevin Warsh flagged AI’s growing but uncertain macroeconomic role, reaffirmed the 2% PCE inflation target, and offered an…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 24, 2026 - Longer-dated Treasury yields have climbed to multidecade highs, prompting the Treasury Department to expand its buyback operations; rather than attributing the sell-off to bond vigilantes…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 17, 2026 - July’s soft inflation data—0.1% headline and 0.2% core CPI—has boosted the odds of a September Fed pause to 70% and encouraged investors to unwind near-term…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

August 10, 2026 - July payrolls badly missed expectations with 23,000 jobs lost versus a projected 93,000 gain, but statistical quirks like seasonal education adjustments and World Cup hiring…

Joseph Matus, Principal

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: November 2026 Economic and Market Outlook

November 4, 2026 - Jim Lebenthal, Partner and Chief Market Strategist, identifies three risks in our November outlook: inflation worsening because of the wars in Ukraine and the Middle…

Ben Pace

Partner & Chief Economist

Individuals and Families

Potential Economic and Market Implications of the Midterm Elections

November 5, 2026 - The midterm results continue a long-term trend in American politics of the party that holds the executive branch losing the midterm elections. This extreme political…

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

The Pace Perspective: Are Concerns About Financing in the AI Space Warranted?

November 11, 2026 - While US equity markets are up solidly year to date and trading near all-time highs as of the end of October, there have been some…

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